Search results

I think there is a lot of truth to this. What is really going on is the huge inequality that is out there. Rich people have lots of assets and cash, and the stock market is reflective of the extra money people have to invest. At some point I think the market will have to reflect the economy...

The only reason why I think this is because I do believe that all the long term holders and dip buyers will be taken to the cleaners at some point. Your entire thesis is based on Trump and Powell continuing to do what they are doing. First of all, they don't have the final say. I know the...

Excellent question, and I have often wondered this as well. I think part of the problem is that we never know why someone is buying or selling ES. Hedging is certainly a completely legitimate reason to either buy or short a contract but you are in fact hoping it goes against you so that your...

I agree. And I think the real test is once the free monthly paycheck runs out, and the mortgage and rent deferrals expire. And of course, when evictions can start up again. I remember reading sometime around August we should see where the chips fall.

A very wise statement. This type of behavior is also something to look for when lets say a company releases bad news after already being in a major down trend, but it doesn't lead to more selling. This can likely mean the bottom is in because everyone who was going to sell already has. So...

I would phrase it in a slightly different way. Its no longer the fundamentals of the company in question, but the fundamentals of which way the people in power want to push things. There seems to be this feedback mechanism where the FED wants a certain outcome, so they do something, then see...